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CIK: 0001922281
Total reported value
$249.1M
$249.1M
109 檔
39.3%
As reported in its official Q2 2026 Form 13F filing, Aletheian Wealth Advisors LLC's tracked investment portfolio stood at $249.1M with 109 total positions.
In Q2 2026, Aletheian Wealth Advisors LLC displayed an active expansion posture, initiating 14 new positions and adding to 69 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 11.63% | +0.13% | +2.71% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 11.14% | +0.15% | +4.53% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.52% | -0.31% | +6.26% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.28% | -0.27% | +0.80% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.18% | -0.13% | -1.21% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.50% | -0.18% | -0.19% | |
| 7 | PSP | Invesco Global Listed Privat | ETF-Other | 3.48% | -0.03% | +11.23% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.97% | -0.22% | +11.34% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 2.69% | +0.20% | +2.07% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.14% | -0.06% | +0.72% | |
| 11 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.13% | +0.23% | +6.87% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.12% | +0.19% | +11.39% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.07% | +0.29% | +12.14% | |
| 14 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.53% | -0.08% | +9.61% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.50% | — | -1.76% | |
| 16 | PFF | Ishares Preferred & Income S | ETF-Other | 1.46% | — | +11.41% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | +0.43% | +13.27% | |
| 18 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.31% | -0.04% | +13.80% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.30% | +0.05% | +2.65% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.16% | -0.11% | -4.65% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.02% | +0.03% | +1.14% | |
| 22 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.01% | +0.03% | +1.76% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | -0.08% | +9.51% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.08% | +7.73% | |
| 25 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.85% | +0.15% | -1.44% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | -0.05% | +10.87% | |
| 27 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 0.81% | +0.13% | +1.11% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | — | +10.91% | |
| 29 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.77% | +0.06% | +3.84% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.73% | -0.03% | -0.94% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.62% | -0.02% | +2.09% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.04% | -0.63% | |
| 33 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.62% | -0.05% | +2.92% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | +0.04% | +6.06% | |
| 35 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.52% | +0.03% | +3.44% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | -0.04% | +9.78% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | +0.19% | +12.37% | |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.49% | +0.01% | +2.53% | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.49% | -0.02% | — | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.47% | -0.05% | — | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.44% | -0.05% | -4.46% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | -0.01% | +8.62% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.39% | +0.02% | +32.43% | |
| 44 | SUB | Ishares Short-term National | ETF-Other | 0.38% | -0.01% | +2.64% | |
| 45 | SCHH | Schwab US Reit ETF | ETF-Other | 0.37% | -0.05% | -0.01% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.03% | +14.50% | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.36% | -0.04% | — | |
| 48 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.34% | -0.04% | -1.02% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.33% | +0.09% | +5.36% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.31% | -0.02% | -2.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | +0.4% | +2.71% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.4% | +6.26% | Add |
| 3 | MU | Micron Technology Inc | +0.3% | -4.46% | Trim |
| 4 | NVDA | Nvidia CORP | +0.2% | +12.14% | Add |
| 5 | AAPL | Apple Inc | +0.2% | +11.39% | Add |
| 6 | AMD | Advanced Micro Devices | +0.2% | +5.36% | Add |
| 7 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 8 | VNQ | Vanguard Real Estate ETF | +0.2% | +11.34% | Add |
| 9 | CWB | Ss Spdr Bb Conv Sec ETF | +0.2% | +9.61% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +9.51% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +32.43% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +10.91% | Add |
| 13 | LRCX | Lam Research CORP | +0.1% | +6.90% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | +10.87% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | +10.20% | Add |
| 16 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 18 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 19 | KLAC | Kla CORP | +0.1% | +944.44% | Add |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 21 | LLY | Eli Lilly & Co | +0.1% | +9.78% | Add |
| 22 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 23 | CAT | Caterpillar Inc | +0.1% | +6.60% | Add |
| 24 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 25 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 26 | C | Citigroup Inc | +0.1% | NEW | New buy |
| 27 | COHR | Coherent CORP | +0.1% | NEW | New buy |
| 28 | IWV | Ishares Russell 3000 ETF | +0.1% | NEW | New buy |
| 29 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 30 | AMZN | Amazon.com Inc | +0.1% | +7.73% | Add |
| 31 | ASML | ASML Holding N.V. | +0.1% | +28.66% | Add |
| 32 | CSCO | Cisco Systems Inc | +0.1% | +14.11% | Add |
| 33 | PG | Procter & Gamble Co/the | +0.1% | +65.19% | Add |
| 34 | SAN | Banco Santander Sa-spon Adr | +0.1% | NEW | New buy |
| 35 | APH | Amphenol Corp-cl A | 0% | +15.72% | Add |
| 36 | IWN | Ishares Russell 2000 Value E | 0% | +2.92% | Add |
| 37 | V | Visa Inc-class A Shares | 0% | +12.58% | Add |
| 38 | PM | Philip Morris International | 0% | +33.74% | Add |
| 39 | ABBV | Abbvie Inc | 0% | +12.40% | Add |
| 40 | KO | Coca-cola Co/the | 0% | +26.92% | Add |
| 41 | NAK | Northern Dynasty Minerals | 0% | — | Unchanged |
| 42 | LYG | Lloyds Banking Group Plc-adr | 0% | NEW | New buy |
| 43 | IEMG | Ishares Core Msci Emerging | 0% | -0.94% | Trim |
| 44 | TSLA | Tesla Inc | 0% | +6.06% | Add |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +8.62% | Add |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +14.50% | Add |
| 47 | JNJ | Johnson & Johnson | 0% | +17.96% | Add |
| 48 | GE | General Electric | 0% | -0.18% | Trim |
| 49 | GS | Goldman Sachs Group Inc | 0% | +13.28% | Add |
| 50 | ADI | Analog Devices Inc | 0% | +11.42% | Add |
According to official SEC Form 13F filings, Aletheian Wealth Advisors LLC reported a total U.S. public equity portfolio value of $249.1M across 109 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, BND, VEA) accounted for 39.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
INTC
市值: $414.6K
Top Position Liquidated / Trimmed
MCD
前期市值: $226.6K
During Q2 2026, Aletheian Wealth Advisors LLC's top holdings by market value included ITOT (11.6%)、BND (11.1%)、VEA (10.5%). The largest single position, ITOT, represented 11.6% of total portfolio value.
In Q2 2026, Aletheian Wealth Advisors LLC made 103 total portfolio adjustments, initiating 14 new buys, adding to 69 positions, trimming 18 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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